Company Seeks Adviser

Every business should have robust and effective Protection Insurance.

Company Seeks Financial Adviser

Case Study.

When the worse should happen - it's important to have the right insurance protection.

John, Mark & Sairah set up in business 5 years ago and now have a successful and growing distribution company. They are due to receive additional funding and are looking to grow their business further. They are now at a point where they also wish to safeguard their business, future profits and shareholder value.

By calling upon the expertise of a Financial Adviser they were able to review their situation and determine their Business Protection needs and objectives which included:

  • •  Loan Protection to help repay outstanding business loans if a business owner dies or becomes seriously ill;

  • •  Key Person Protection to help safeguard a business against the financial effects of a critical illness, a terminal illness, or from the death of one of the businesses key persons;

  • •  Shareholder Protection Planning to help ensure their shareholding is protected for them and their beneficiaries;

  • •  'Death in Service' Relevant Life plan insurance for senior employees to enhance remuneration packages thus attracting and retaining talented staff.

Read more information about Protection Insurance here.

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